Markets, Apple and ESPN, and Mecum Auctions (Podcast)

Markets, Apple and ESPN, and Mecum Auctions (Podcast)

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Claudia Sahm, founder of Sahm Consulting, former Fed economist and creator of the Sahm Rule, joins to discuss the heat’s drag on the economy, the outlook for a soft landing, and previews Jackson Hole. Lisa Knee, Managing Partner of Real Estate Service at EisnerAmper, joins to talk about real estate and mortgage rates in the US. Sri Natarajan, Wall Street reporter with Bloomberg News, joins to discuss Goldman Sachs exploring a sale of its personal finance management arm and the recent hiring spree it intends to go on. Dan Ives, Senior Equity Analyst with WedBush Securities, discusses why he thinks Apple should buy ESPN and also previews Nvidia earnings this week and what it means for AI. Sam Fazeli, Pharmaceuticals Analyst and Head of Euro Research with Bloomberg Intelligence, joins to discuss how a new COVID variant could negatively affect BioNTech and Pfizer. Dave Magers, CEO of Mecum Auctions, discusses the Monterey Car Show this past weekend. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Episoder(3309)

Bloomberg's Porter on INTC/McAfee, Heilemann on VP Picks(Audio)

Bloomberg's Porter on INTC/McAfee, Heilemann on VP Picks(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Kiel Porter, Deals Americas reporter for Bloomberg, on Intel's McAfee unit drawing interest from private firms, as the company considers selling the business. John Heilemann, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Vice President picks and process.See omnystudio.com/listener for privacy information.

13 Jul 201611min

Stifel's Piegza: Could Be Discussing US Recession Again (Audio)

Stifel's Piegza: Could Be Discussing US Recession Again (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Lindsey Piegza, Chief Economist at Stifel Nicolaus & Co., on the Beige Book, the Bank of England, and the Fed.See omnystudio.com/listener for privacy information.

13 Jul 201611min

Eurasia's Rahman: UK Brexit Czar Choice Will Be Critical(Audio)

Eurasia's Rahman: UK Brexit Czar Choice Will Be Critical(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mujtaba Rahman, Practice Head of Europe at Eurasia Group, on Theresa May today taking over from David Cameron to become the 54th British prime minister.See omnystudio.com/listener for privacy information.

13 Jul 20168min

Bloomberg's Goyal, Clavis's Chaudhury: Amazon Prime Day (Audio)

Bloomberg's Goyal, Clavis's Chaudhury: Amazon Prime Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Poonam Goyal, Senior Retail Analyst for Bloomberg Intelligence, and Supriya Chaudhury, CMO for Clavis Insight, on the e-commerce performance of Amazon Prime Day.See omnystudio.com/listener for privacy information.

12 Jul 20168min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Belmond (BEL).See omnystudio.com/listener for privacy information.

12 Jul 201612min

RBC's Golub Favors US Equities In Low Vol Environment (Audio)

RBC's Golub Favors US Equities In Low Vol Environment (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jonathan Golub, Chief US Market Strategist for RBC Capital Markets, on the markets, earnings, and why the call for lower returns on equity is too early.See omnystudio.com/listener for privacy information.

12 Jul 201611min

Conference Board's Maselli on European Labor Markets (Audio)

Conference Board's Maselli on European Labor Markets (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ilaria Maselli, Senior Economist, Europe, at the Conference Board, on the labor markets and future of employment of Europe.See omnystudio.com/listener for privacy information.

12 Jul 201611min

Bloomberg's Larson: Why Tech Companies Get Sued in China(Audio)

Bloomberg's Larson: Why Tech Companies Get Sued in China(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Matt Larson, Litigation Analyst for Bloomberg Intelligence, on why tech companies are getting sued in China.See omnystudio.com/listener for privacy information.

12 Jul 20168min

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